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Name Holding Trade Value Shares
Change
Change in
Stake
QI
401
Qtron Investments
Massachusetts
$633K +$96K +1,028 +18%
CIBC Asset Management
402
CIBC Asset Management
Ontario, Canada
$631K +$4.58K +49 +0.7%
SPA
403
Sherbrooke Park Advisers
New York
$629K +$218K +2,333 +52%
IQI
404
Integrated Quantitative Investments
Washington
$628K
AIM
405
Adapt Investment Managers
Switzerland
$624K +$635K +6,806 New
SFG
406
Synergy Financial Group
California
$616K -$11.2K -120 -2%
GWMR
407
GC Wealth Management RIA
Massachusetts
$613K +$624K +6,682 New
IAA
408
Independent Advisor Alliance
North Carolina
$611K +$130K +1,394 +26%
PL
409
Perpetual Ltd
Australia
$596K -$79.6K -852 -12%
AC
410
Allstate Corporation
Illinois
$593K +$604K +6,469 New
VCA
411
Verdence Capital Advisors
Maryland
$590K +$612K +6,555 New
KCM
412
Kornitzer Capital Management
Kansas
$578K +$147K +1,575 +33%
SCM
413
Sterling Capital Management
North Carolina
$575K -$44.4K -475 -7%
ASN
414
Advisory Services Network
Georgia
$572K +$70.6K +756 +14%
EGM
415
Engineers Gate Manager
New York
$557K -$1.98M -21,229 -78%
OC
416
Oppenheimer & Co
New York
$557K -$243K -2,601 -30%
CBU
417
CIBC Bancorp USA
Illinois
$550K +$560K +5,994 New
HWAM
418
Hennion & Walsh Asset Management
New Jersey
$549K +$559K +5,986 New
NRG
419
Nemes Rush Group
Michigan
$545K +$43.6K +467 +9%
TF
420
Trek Financial
Arizona
$537K +$259K +2,776 +90%
SCM
421
Shelton Capital Management
Colorado
$532K
HVCM
422
Hel Ved Capital Management
Hong Kong
$528K +$538K +5,760 New
TRCT
423
Tower Research Capital (TRC)
New York
$526K +$181K +1,937 +51%
IPW
424
Impact Partnership Wealth
Georgia
$525K +$535K +5,730 New
FFM
425
Forum Financial Management
Illinois
$524K +$87.5K +937 +20%